Epiglossary

The practical Epicor guide. BPMs, Application Studio, BAQs, reporting and the processes behind them, written by people who build on Epicor every day.

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Application StudioLayers, data views, events, data rules, dashboards and debugging.

Kinetic administrationBrowser client, Edge Agent, Cloud Management Portal and Linux containers.

Kinetic MESMES screen tweaks, End Activity and reporting quantity.

Classic customizationScript Editor, oTrans, EpiDataViews, adapters and row rules.

Migrating to KineticWhere each Classic technique lives in Kinetic.

Classic dashboardsTrackers, BAQ combos, grid totals and Uptake from Excel.

Classic MESMES menu buttons, barcode scanning and Report Quantity customizations.

BPMMethod and data directives, conditions, LINQ and common patterns.

Epicor FunctionsLibraries, calling BOs and BAQs, scheduling and email.

BAQQuery design, calculated fields, updatable BAQs and performance.

ReportingSSRS, report data definitions, BAQ reports and print routing.

REST APIv1 vs v2, API keys, calling Epicor and calling out of it.

System adminScheduled tasks, email, UD fields, Solution Workbench and sites.

DMTLoading data in bulk, and the Excel gotchas that break it.

Bartender & labelsIntegration setup, report styles, templates and auto-print.

Jobs & manufacturingThe job lifecycle, inventory flow through jobs, costing and WIP.

SchedulingResources, operation time, send-ahead and scheduling blocks.

InventoryTransactions, reconciliation, cycle counts and negative on-hand.

PurchasingBuyers, suppliers, PO suggestions and PO dates.

Sales & shippingOrder to shipment, freight errors and customer part data.

FinanceAP payments, GL budgets, tax and credit.

Quality & RMANonconformance, inspection and returns.

Serial numbersTracking logic, masks, matching and fixes.

Inventory transaction typesWhat every PartTran.TranType code means.

Tools and linksCommunity resources and tools worth knowing.